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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,747 | $102,385-86.6% | $147,080-90.7% | $80,935-83.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.03% | 135.09%-123.1pp | 420.17%-408.1pp | 35.66%-23.6pp |
| Employer contribution / active EE | $2,501 | $3,717-32.7% | $4,933-49.3% | $2,757-9.3% |
| Participant deferral / active EE | $4,805 | $6,651-27.7% | $8,066-40.4% | $4,299+11.8% |
| Admin fee / account holder | $1,461 | $7,951-81.6% | $12,989-88.7% | $6,924-78.9% |